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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,582 | $27,936-94.3% | $58,561-97.3% | $75,173-97.9% |
| Participation rate | 24.1% | 38.8%-14.8pp | 50.9%-26.8pp | 67.2%-43.2pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $260 | $1,202-78.3% | $1,923-86.5% | $4,126-93.7% |
| Admin fee / account holder | $27 | $1,727-98.4% | $2,520-98.9% | $5,651-99.5% |